Schwab Strategic Tr us aggregate b shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 13k | 23.47 |
| 2025-06-30 | $302k | 13k | 23.24 |
| 2025-03-31 | $298k | 13k | 23.16 |
| 2024-09-30 | $328k | 6.9k | 47.52 |
| 2024-06-30 | $327k | 7.2k | 45.58 |
| 2024-03-31 | $309k | 6.7k | 46.00 |
| 2023-12-31 | $331k | 7.1k | 46.62 |
More positions owned by Partners in Financial Planning
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b